Quick Stats

Mid Price GBX 258.30 Day Change GBX -0.30 (-0.12%)
Price Date 22 Jan 2019 Crown Rating 3
Shares Class Acc. Yield 0.00 %
Last Ex-Dividend Date 01 March 2018 Dividend Frequency Annually
Sector UK Smaller Companies Fund Size 345,000,000.00
Launch Date 29/02/2008 Standard Initial Charge 0.00%
Ongoing cost 1.67% Annual Management Charge 1.50%
ISIN GB00B3SW2T17 Sedol B3SW2T1

Fund Objective

Aims to provide long-term capital growth. Invests primarily in the shares of smaller capitalisation UK companies. Can use derivatives with the aim of risk or cost reduction or to generate additional capital or income in line with the fund's risk profile. May also make extensive use of derivatives including more complex instruments or strategies to achieve the investment objective and these may result in leverage. In such situations performance may rise or fall more than it would have done otherwise, reflecting such additional exposure. The fund has discretion in its choices of investments within its objectives and policies.

Fund Managers

Alex Wright
Alex Wright has 10 years investment experience. He joined Fidelity as an analyst in 2001 and was promoted to portfolio manager in February 2008. Alex had previously run an internal European financials pilot fund (For 6 months in 2006) and the predecessor to UK Smaller Companies, a UK small cap pilot fund, for 8 months from mid 2007 until March 2008. He also manages a Fidelity pilot fund (AUM $1m) benchmarked vs the FTSE All Share index. Alex graduated from Warwick University with 1st class HoNours degree in EcoNomics in 2001 and a CFA Charterholder.
Jonathan Winton
Jonathan Winton is a London based portfolio manager who has 8 years of experience. Jonathan has done his BA Hons Politics in University of Nottingham. Previously he was managing Pan European Beverages & Tobacco(2011-2013), Pan European Small Cap Technology(2008-2011), Pan European Support Services(2005-2008). Jonathan started managing from February 2013.